Member Sales Support - Branch Team Lead Float- Onsite

The Branch Team Lead exists in any size branch.  Under minimal supervision, the Branch Team Lead performs a wide variety of complex duties related to handling member transactions such as: receiving and disbursing funds, posting deposits, loan and VISA payments, making account transfers, making cash advances, recommending other products and services, performing all types of withdrawals, account maintenance, and opening all deposit account types (including business services accounts).

The Branch Team Lead (BTL) is responsible for cross-selling all credit union products and services, and meeting minimum referral standards (core/non-core products and services), including Investment Services, first mortgages, insurance products and AUTOLAND (Car Buying Service).  Also insures that the Relationship Specialist staff that they supervise meets the minimum referral standards.  The Branch Team Lead is expected to lead morning sales huddles and evening debriefs of sales results.

The Branch Team Lead is comprehensively cross-trained to handle services such as: issuing temporary cards, re-pinning existing cards, ordering new cards or instant-issue debit cards in the branch, setting up online banking, issuing temporary checks, retrieving copy images of checks, and performing account allocations according to a member request.  The Branch Team Lead maintains records of cash advances, and balances all of the above including a daily cash drawer. 

The Branch Team Lead ensures member transactions are processed in an accurate and timely manner to make sure that Credit Union member service goals are achieved.

The Branch Team Lead may also be called upon to assist with training new RS I and II, assist with daily balancing, and branch fine cash count.  Additionally, the Branch Team Lead is responsible for staff scheduling, approvals and overrides of transactions, and vault duties such as selling and ordering cash and coin, and may be asked for input to the performance review process for RS I and II.      

The position is also responsible for approving checks, large deposits or other items not within the RS I and II limits.  The Branch Team Lead performs all functions of the RS I and II proficiently in addition to having the authority to open and/or close a branch.

The value the Branch Team Lead adds to the organization is: it allows for immediate approval authority, performs overrides for RS and other frontline staff, allows personalized service and provides opportunities to conduct needs-based sales using referrals of other credit union products and services that support various production goals.

Responsibilities:


* Performs all RS duties: account maintenance, receiving and disbursing funds, posting deposits and loan payments, transfers, cash advances, and all types of withdrawals (cash and checks), cash balancing.


* Assists the Branch in achieving Sales goals through cross-selling and referrals, both personally and by training and coaching...